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VerifiedFinancial Services· Founded 2012

Surgeons Capital Management

Surgeons Capital Management (SCM) is a private concierge wealth management firm that works solely with Surgeons around the country. We focus on wealth management, estate planning, retirement benefits, and credit protection strategies. Because of our work with surgeons and their professional associations we are able to provide benefits and programs that are only available to surgeons working with us. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Surgeons Capital Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d

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HeadquartersBala-cynwyd, United StatesEmployees7(11 to 50)Founded year2012Websitescm-advisors.comLinkedIn profileLinkedIn

Verified contacts

3

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LinkedIn employees

7

11 to 50 range

Open roles

no listings

Distinct roles

3

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Surgeons Capital Management

3 distinct titles indexed · top 3 shown.

  • 1certified financial planner
  • 1founding partner
  • 1founding partner ceo

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